The Unum 75 bundle is a multi-asset, high equity investment strategy portfolio. The objective of the portfolio is to generate alpha, provide investors with a diversified exposure to multiple asset classes and generate consistent returns over the long term through a combination of capital and income appreciation. The portfolio uses an active management approach that incorporates fundamental and technical analysis to achieves its desired investment objectives at an acceptable level of risk.
This is suitable for investors who seek:
Bundle Fee = 1%
Underlying Total Expense Ratio = 0.42%
Total Investment Charge = 1.42% (excluding transaction cost)
Calculate your risk number here
|Minimum Time Horizon|
|Last 3 Months||3.29%|
|Last 6 Months||13.67%|
|Last 12 Months||18.09%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||7.89%|
|3 Year Volatility||9.07%|
Here is a list of companies/ETFs that make up this bundle.